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Ben Wheeler
Fondateur chez Schwarz Dygos Wheeler Investment Advisors LLC
Provenance du réseau au premier degré de Ben Wheeler
Entité | Type d'entité | Industrie | |
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Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.
36
| Subsidiary | Investment Banks/Brokers | 36 |
St. Cloud State University
20
| College/University | Other Consumer Services | 20 |
Schwarz Dygos Wheeler Investment Advisors LLC
![]() Schwarz Dygos Wheeler Investment Advisors LLC Investment ManagersFinance Schwarz Dygos Wheeler Investment Advisors LLC (SDW) is an independent registered investment advisor and wealth management firm headquartered in Minneapolis, Minnesota. The firm was founded in 2008 by Joseph Schwarz, Stephen Dygos and Benjamin Wheeler. SDW offers investment advisory services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities.
3
| Private Company | Investment Managers | 3 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Ben Wheeler via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Trust Point, Inc.
![]() Trust Point, Inc. Investment ManagersFinance Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services. | Investment Managers | Portfolio Manager-Equities | |
UnitedGlobalCom LLC
![]() UnitedGlobalCom LLC Cable/Satellite TVConsumer Services Part of Liberty Global Plc, UnitedGlobalCom LLC is a private company that provides broadband communications services. The company is based in Denver, CO. | Cable/Satellite TV | Corporate Officer/Principal | |
JMP Securities LLC
![]() JMP Securities LLC Investment Banks/BrokersFinance Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate. | Investment Banks/Brokers | Trading-Equity | |
Textron Financial Corp.
![]() Textron Financial Corp. Finance/Rental/LeasingFinance Textron Financial Corp. engages in the provision of financial services. It offers a wide array of loan and lease solutions. The company was founded in 1962 and is headquartered in Wichita, KS. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Western International Securities, Inc.
![]() Western International Securities, Inc. Investment Banks/BrokersFinance Founded in 1995, Western International Securities, Inc. is a broker/dealer located in Pasadena, California. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. They clear through JP Morgan Clearing Corp | Investment Banks/Brokers | Corporate Officer/Principal | |
TD Ameritrade, Inc.
![]() TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal | |
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
GAI Agility Income Fund
![]() GAI Agility Income Fund Investment Trusts/Mutual FundsMiscellaneous GAI Agility Income Fund is a non-diversified closed-end management investment company. The fund objective is to seek investment returns over various market cycles, with a majority of such returns derived from income. The company was founded on July 29, 2010 and is headquartered in Charlotte, NC. | Investment Trusts/Mutual Funds | Compliance Officer | |
Elk River Systems, Inc.
![]() Elk River Systems, Inc. Internet Software/ServicesTechnology Services Elk River Systems, Inc. operates websites for outsourced ticket solutions and paper solutions. It also allows customers to upload their own images for tickets, event badges, postcards, invitations, stickers, wristbands and more. The company was founded by Mike Yinger in 1997 and is headquartered in Bozeman, MT. | Internet Software/Services | Corporate Officer/Principal | |
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Analyst-Equity | |
Sanford C. Bernstein & Co. LLC
![]() Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
ALTOS HORNOS DE MEXICO SAB DE CV | Steel | Corporate Officer/Principal | |
Northland Securities, Inc.
![]() Northland Securities, Inc. Investment Banks/BrokersFinance Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients. | Investment Banks/Brokers | Analyst-Equity | |
Hamline University | College/University | Masters Business Admin | |
Knox College | College/University | Undergraduate Degree | |
Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
University of Akron
![]() University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
University of Maryland | College/University | Masters Business Admin | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
![]() RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity | |
NativeX LLC
![]() NativeX LLC Internet RetailRetail Trade NativeX LLC provides monetization and user acquisition solutions for mobile and web apps. For publishers and developers who want to monetize with advertising that really works, NativeX is the marketing technology platform that is reinventing in-app advertising to create more effective and engaging ad experiences that enable developers to build successful businesses around their apps. The company was founded by Robert J. Weber and Ryan J. Weber in 2000 and is headquartered in Sartell, MN. | Internet Retail | Founder Founder Chief Tech/Sci/R&D Officer | |
Nuveen Asset Management LLC
![]() Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Director of Research - Equity Portfolio Manager-Fixed Income | |
Great North Ventures
![]() Great North Ventures Investment ManagersFinance GREAT NORTH CAPITAL MANAGEMENT LP (Great North Ventures) is a venture capital firm founded in 2017 by Ryan J Weber, Robert J Weber and James DonFrancesco. The firm is headquartered in Maple Grove, Minnesota. | Investment Managers | Founder Founder | |
Jeffrey Slocum & Associates, Inc.
![]() Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
![]() U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
![]() Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Conseco Insurance Co.
![]() Conseco Insurance Co. Life/Health InsuranceFinance Part of CNO Financial Group, Inc., Conseco Insurance Co. is a life insurance company. The company is based in Carmel, IN. | Life/Health Insurance | Corporate Officer/Principal | |
Office of the Comptroller of the Currency
![]() Office of the Comptroller of the Currency General GovernmentGovernment Office of the Comptroller of the Currency regulates and supervises all nationally chartered commercial banks in the United States. It covers bank management, bank operations, and international banking. The company is headquartered in Washington, DC. | General Government | Corporate Officer/Principal | |
Rutgers Business School | College/University | Undergraduate Degree | |
TCF National Bank (Sioux Falls, South Dakota)
![]() TCF National Bank (Sioux Falls, South Dakota) Major BanksFinance TCF National Bank operates as a holding company. It offers equipment lease financing and computer and software leasing. The firm provides other services through its real estate, brokerage, and insurance units. The company is headquartered in Detroit, MI. | Major Banks | Corporate Officer/Principal | |
Stevens Foster Financial Services, Inc.
![]() Stevens Foster Financial Services, Inc. Investment ManagersFinance Stevens Foster Financial Services, Inc. is a financial advisory firm that offers a range of services to high net worth individuals, business executives, and small business owners. The private company is based in Bloomington, MN. The company's services include personal financial planning, investment planning, tax planning and preparation, risk management and insurance, retirement planning, and estate planning. The company aims to provide financial confidence to their clients by maximizing and enhancing wealth efficiently and effectively. The company is unique in its combination of services and expertise, and they recognize the value of their clients' time. | Investment Managers | Corporate Officer/Principal | |
World Fuel Services, Inc.
![]() World Fuel Services, Inc. Wholesale DistributorsDistribution Services World Fuel Services, Inc. engages in the distribution and sale of aviation, marine, and ground transportation fuel products. The company is headquartered in Miami, FL. | Wholesale Distributors | Corporate Officer/Principal | |
CFA Society of Minnesota
![]() CFA Society of Minnesota Miscellaneous Commercial ServicesCommercial Services CFA Society of Minnesota operates as a non-profit organization of financial analysts, portfolio managers, and other investment professionals. It offers educational programming, career resources, membership support, networking, and leadership opportunities. The company was founded on September 8, 1952 and is headquartered in Minneapolis, MN. | Miscellaneous Commercial Services | Director/Board Member |
Statistiques
Internationale
Etats-Unis | 41 |
Royaume-Uni | 2 |
Mexique | 2 |
Sectorielle
Finance | 22 |
Consumer Services | 12 |
Technology Services | 3 |
Communications | 2 |
Energy Minerals | 2 |
Opérationnelle
Corporate Officer/Principal | 96 |
Undergraduate Degree | 54 |
Analyst-Equity | 22 |
Portfolio Manager-Equities | 20 |
Director/Board Member | 16 |
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